Concentrum Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
25,281
+536
| +2% | +$118K | 1.74% | 16 |
|
|
2025
Q1 | $4.71M | Buy |
24,745
+2,967
| +14% | +$565K | 1.75% | 13 |
|
|
2024
Q4 | $4.78M | Buy |
21,778
+1,593
| +8% | +$349K | 1.68% | 14 |
|
|
2024
Q3 | $3.76M | Buy |
20,185
+1,754
| +10% | +$327K | 1.46% | 16 |
|
|
2024
Q2 | $3.56M | Buy |
18,431
+299
| +2% | +$57.8K | 1.5% | 16 |
|
|
2024
Q1 | $3.27M | Buy |
18,132
+368
| +2% | +$66.4K | 1.51% | 16 |
|
|
2023
Q4 | $2.7M | Buy |
17,764
+1,405
| +9% | +$213K | 1.41% | 16 |
|
|
2023
Q3 | $2.08M | Sell |
16,359
-85
| -0.5% | -$10.8K | 1.26% | 16 |
|
|
2023
Q2 | $2.14M | Buy |
16,444
+1,430
| +10% | +$186K | 1.37% | 15 |
|
|
2023
Q1 | $1.55M | Sell |
15,014
-538
| -3% | -$55.6K | 1.15% | 18 |
|
|
2022
Q4 | $1.31M | Buy |
15,552
+6,703
| +76% | +$563K | 1.17% | 23 |
|
|
2022
Q3 | $1M | Buy |
8,849
+89
| +1% | +$10.1K | 0.87% | 28 |
|
|
2022
Q2 | $930K | Sell |
8,760
-2,160
| -20% | -$229K | 0.76% | 28 |
|
|
2022
Q1 | $1.78M | Sell |
10,920
-10,840
| -50% | -$1.77M | 1.11% | 20 |
|
|
2021
Q4 | $3.63M | Sell |
21,760
-2,980
| -12% | -$497K | 1.89% | 12 |
|
|
2021
Q3 | $4.06M | Buy |
24,740
+100
| +0.4% | +$16.4K | 2.55% | 9 |
|
|
2021
Q2 | $4.24M | Hold |
24,640
| – | – | 2.72% | 8 |
|
|
2021
Q1 | $3.81M | Buy |
24,640
+400
| +2% | +$61.9K | 2.88% | 9 |
|
|
2020
Q4 | $3.95M | Buy |
24,240
+80
| +0.3% | +$13K | 3.12% | 8 |
|
|
2020
Q3 | $3.8M | Buy |
24,160
+1,040
| +4% | +$164K | 3.63% | 6 |
|
|
2020
Q2 | $3.19M | Hold |
23,120
| – | – | 3.23% | 6 |
|
|
2020
Q1 | $2.25M | Sell |
23,120
-180
| -0.8% | -$17.5K | 3.03% | 8 |
|
|
2019
Q4 | $2.15M | Sell |
23,300
-2,700
| -10% | -$249K | 2.42% | 7 |
|
|
2019
Q3 | $2.26M | Buy |
26,000
+180
| +0.7% | +$15.6K | 2.85% | 7 |
|
|
2019
Q2 | $2.45M | Buy |
25,820
+20
| +0.1% | +$1.89K | 2.93% | 6 |
|
|
2019
Q1 | $2.3M | Sell |
25,800
-120
| -0.5% | -$10.7K | 3.03% | 5 |
|
|
2018
Q4 | $1.95M | Buy |
+25,920
| New | +$1.95M | 3.32% | 5 |
|